Balanced Financial IncFinancial Planners, Financial Advising
3711 John F Kennedy Pkwy #230, Fort Collins, Colorado 80525
Balanced Financial Inc
3711 John F Kennedy Pkwy #230, Fort CollinsDirections Call Website Suggest an Edit
Monday: 9AM - 6PMTuesday: 9AM - 6PMWednesday: 9AM - 6PMThursday: 9AM - 6PMFriday: 9AM - 6PMSaturday: ClosedSunday: Closed
Greg was able to show us all our options and help us make the best decision for our situation! Simple, to the point, and informative!
Greg Anderson explains information in a very understandable way. This makes financial decision making less stressful.
My husband and I are working with Greg to make sure we have a great long-term financial plan. It has been really great getting to work with Greg, and he patiently helps answer all the questions we have so that we feel confident about each step we take. Greg quickly became a go-to trusted voice while we're thinking through different options!
While in the building on unrelated business, I stopped into their office and was greeted by Paula and Greg. These two were extremely warm and welcoming. They were able to answer the questions I had and I will be considering them when it comes to formulating a financial plan for my retirement. It truly was a pleasure talking to these two and I recommend scheduling a consultation if you need a retirement income specialist in your life.
Getting straight to the point, GA (Greg Anderson) is professional, informative, quick to reply, attentive, organized, and delivers when promised. A-1 customer service. Our new financial investments now allow me to sleep at night. As a retired CPA, I highly recommend GA!!!
Greg is so very patient and helpful. I'm not a big numbers person especially when it comes to annuities and how they work. He explained it in such a way that even I could understand. I highly recommend Balanced Financial.
It has been over a year now that my wife and I met Greg to discuss and explore a future financial plan. I was nearing retirement and we were looking for a solid and sound approach to develop our strategy. Greg took the time to truly understand us and he researched the alternatives that would best fit. He was great at explaining, suggesting and communicating various options in a way that we could completely understand. This is truly the best experience we have with working with a financial professional. Greg delivered as he said. A lot of trust goes into this relationship and Greg and Paula provide that. They are both truly professionals. It's also great that you develops a friendship?.Marshall and Starr Thiesen
So glad to be working with Greg , who has helped me setup a retirement plan. He is very knowledgeable and has a innovative approach to finance. His expertise was invaluable in helping me understand my options. Looking forward to a long relationship, Greg. Thank you.
So glad we worked with Greg for our planning. Greg took his time to explaining everything in details and offered many new innovative ideas for our different need. Greg even go extra mile (out of his own pocket to work with a professional CPA), obtained the advanced CPA report to help my decision on my stock option. I am an extremely delighted client of Balanced Financial, would recommend Greg's financial service.
We have been with Greg for many years and he has always been very helpful in showing us products that can work well with our financial situations throughout the years from growth in the early years to stability in the coming years. Greg and his team are great to work with, friendly and willing to adjust times to work with our schedules.